We have the structure and resource in place to deliver model portfolios to align with your client needs
Who we are
We are based in Tunbridge Wells and work with financial advisers throughout the UK, providing the extra resources and expertise that you require to offer an excellent service to your clients.
Our company was founded to partner financial advisers. We act only as a discretionary fund manager and pledge never to intrude on our partners relationship with their clients.
The Wellian Investment Solutions team has considerable investment experience and has provided independent fund research to financial advisers since 2001, extending to offer an authorised discretionary fund management service in 2008. We specialise in managing multi asset model portfolios, believing that they offer the most practical and effective means of managing risk adjusted performance that best meets the needs of your clients
The extensive knowledge of our experienced team enables us to provide our partners with a range of portfolios tailored to meet their clients financial objectives and risk tolerances. We have been delighted to be nominated for a variety of awards that reflect our standing in the investment community.